There are no identified targets, as of now. Types would be along
the lines of their previous acquisition - a service company. VS
has all the technology (and technology partners) that it can manage
at the moment. VS has money in the bank, especially after the follow-on offering (see previous post). Change of location should cause short-term upheaval, hopefully no outages. Anyway, VS production team is top-notch (former Sun, ATT, RSA, SGI, etc).
Bottom line for VS at this point is renewals. If renewal % is good, or better than good, VS has it made. We'll know by 3Q, 4Q latest because they won't make numbers otherwise. Hang on, buy more!
Have fun!
Regards,
= Jer |
